See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MAY & COMPANY LLP6+ years Filed as: MAY FINANCIAL SOLUTIONS Service code 28 777 MAIN STREET · FORTH WORTH, TX 76102 | Investment Management | $32,988 |
Service code 13 1801 MARKET STREET · PHILADELPHIA, PA 19103 | Contract Administrator | $27,372 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,919 | $69,362+58.5% | $101,248+8.6% | $73,488+49.6% |
| Participation rate | 78.6% | 68.4%+10.3pp | 75.8%+2.8pp | 70.7%+8.0pp |
| Annual return | 14.89% | 18.46%-3.6pp | 46.47%-31.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,483 | $2,628-5.5% | $3,660-32.2% | $2,270+9.4% |
| Participant deferral / active EE | $5,135 | $3,300+55.6% | $4,370+17.5% | $3,740+37.3% |
| Admin fee / account holder | $606 | $704-13.9% | $5,945-89.8% | $513+18.0% |